+417.3%
LIN vs CRS
+967.2%
-549.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.7% | -8.7% | -0.9% |
| 7D | +0.1% | +4.9% | -4.8% | -0.9% |
| 30D | +7.6% | -20.8% | +28.4% | +11.6% |
| 3M | +6.5% | -46.4% | +53.0% | +19.2% |
| 6M | +6.2% | -28.6% | +34.8% | +11.4% |
| YTD | +23.2% | -2.8% | +26.1% | +19.8% |
| 1Y | +25.4% | -6.7% | +32.1% | +22.8% |
| 3Y | +38.3% | +368.0% | -329.7% | -11.2% |
| 5Y | +64.4% | +852.9% | -788.5% | -15.2% |
| 10Y | +417.3% | +905.1% | -487.8% | +140.6% |
| All | +417.3% | +967.2% | -549.9% | +140.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CRS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling